+159.1%
C vs IBIT
+39.4%
+119.7%
-31.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IBIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -3.5% | +3.5% | +0.6% |
| 7D | +4.2% | -9.2% | +13.4% | +5.9% |
| 30D | +2.0% | -15.8% | +17.8% | +5.0% |
| 3M | -10.1% | +8.5% | -18.6% | -11.7% |
| 6M | +1.0% | -13.7% | +14.7% | +3.2% |
| YTD | +8.5% | -21.6% | +30.0% | +11.4% |
| 1Y | +25.7% | -30.0% | +55.7% | +31.3% |
| All | +159.1% | +39.4% | +119.7% | +148.5% |
Cumulative growth
Daily Returns
Daily percentage return beside IBIT.
Daily Out/Under-Performance
Portfolio return minus IBIT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBIT return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded IBIT wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling